Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Southern Co as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,508
- +34 vs. Q1 2021
- Shares held
- 632.8M
- +2.38M (+0.4%) vs. Q1 2021
- Total value
- $38.3B
- −$887.4M (−2.3%) vs. Q1 2021
- New holders
- 125
- 634 more added
- Sold out
- 91
- 509 more reduced
17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 4,202 | $254.0K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,200 | $254.0K | 0.04% | +4,200 | New |
| Columbia Trust Co 01012016 | 4,192 | $254.0K | 0.14% | +4,192 | New |
| Foundations Investment Advisors, LLC | 4,107 | $252.0K | 0.01% | −1,061−20.5% | Reduced |
| Mairs & Power Inc | 4,158 | $252.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,166 | $252.0K | 0.05% | +37+0.9% | Added |
| Formidable Asset Management, LLC | 4,008 | $252.0K | 0.05% | −31−0.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $251.0K | 0.03% | +4,162 | New |
| Pinnacle Bancorp, Inc. | 4,126 | $250.0K | 0.11% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,092 | $248.0K | 0.06% | −491−10.7% | Reduced |
| Searle & Co. | 4,100 | $248.0K | 0.10% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,774 | $248.0K | 0.02% | −56−1.5% | Reduced |
| Ramsey Quantitative Systems | 4,090 | $248.0K | 1.37% | +4,090 | New |
| Providence First Trust Co | 4,087 | $247.0K | 0.12% | −500−10.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,920 | $247.0K | 0.16% | +470+13.6% | Added |
| Fagan Associates, Inc. | 4,071 | $246.0K | 0.05% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 4,063 | $246.0K | 0.01% | +25+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $245.0K | 0.04% | −800−16.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,049 | $245.0K | 0.02% | −158−3.8% | Reduced |
| Alpha Omega Wealth Management LLC | 4,031 | $244.0K | 0.04% | −339−7.8% | Reduced |
| WMS Partners, LLC | 4,039 | $244.0K | 0.04% | −20−0.5% | Reduced |
| PFG Advisors | 4,039 | $244.0K | 0.03% | +138+3.5% | Added |
| Sutton Wealth Advisors Inc. | 4,022 | $243.4K | 0.09% | +156+4.0% | Added |
| YHB Investment Advisors, Inc. | 4,018 | $243.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,021 | $243.0K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,024 | $243.0K | 0.06% | +124+3.2% | Added |
| ForthRight Wealth Management, LLC | 4,001 | $242.0K | 0.15% | +3+0.1% | Added |
| Lafayette Investments, Inc. | 4,000 | $242.0K | 0.07% | +4,000 | New |
| Kimelman & Baird, LLC | 4,000 | $242.0K | 0.02% | +4,000 | New |
| Inverness Counsel LLC | 3,986 | $241.0K | 0.01% | +725+22.2% | Added |
| RWM Asset Management, LLC | 3,973 | $240.0K | 0.05% | +292+7.9% | Added |
| Gamble Jones Investment Counsel | 3,932 | $238.0K | 0.02% | −1,500−27.6% | Reduced |
| FLC Capital Advisors | 3,940 | $238.0K | 0.07% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $238.0K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,927 | $238.0K | 0.40% | +3,927 | New |
| Arcus Capital Partners, LLC | 3,916 | $237.0K | 0.11% | +40+1.0% | Added |
| Hourglass Capital, LLC | 3,900 | $236.0K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 3,900 | $236.0K | 0.12% | +3,900 | New |
| Boenning & Scattergood, Inc. | 3,865 | $234.0K | 0.04% | −285−6.9% | Reduced |
| Absher Wealth Management, LLC | 3,868 | $234.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 3,860 | $234.0K | 0.03% | +3,860 | New |
| Anchor Capital Advisors LLC | 3,850 | $233.0K | 0.00% | −1,100−22.2% | Reduced |
| Rock Creek Group, LP | 3,830 | $232.0K | 0.03% | −303−7.3% | Reduced |
| Hobart Private Capital, LLC | 3,775 | $228.4K | 0.09% | −348−8.4% | Reduced |
| Bangor Savings Bank | 3,755 | $228.0K | 0.03% | +50+1.3% | Added |
| Berman Capital Advisors, LLC | 3,749 | $226.0K | 0.04% | +964+34.6% | Added |
| Syverson Strege & Co | 3,716 | $225.0K | 0.20% | +37+1.0% | Added |
| Nadler Financial Group, Inc. | 3,710 | $224.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 3,706 | $224.0K | 0.15% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,710 | $224.0K | 0.10% | +3,710 | New |
| Newbridge Financial Services Group, Inc. | 3,661 | $222.0K | 0.14% | −392−9.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,672 | $222.0K | 0.03% | +6+0.2% | Added |
| Modera Wealth Management, LLC | 3,654 | $221.0K | 0.01% | +4+0.1% | Added |
| Investors Asset Management of Georgia Inc | 3,657 | $221.0K | 0.12% | +114+3.2% | Added |
| Heritage Wealth Advisors | 3,652 | $221.0K | 0.01% | +81+2.3% | Added |
| Insight Advisors, LLC | 3,441 | $220.0K | 0.07% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 3,629 | $220.0K | 0.03% | +5+0.1% | Added |
| Shoker Investment Counsel, Inc. | 3,626 | $219.0K | 0.11% | +29+0.8% | Added |
| Samalin Investment Counsel, LLC | 3,602 | $218.0K | 0.14% | +8+0.2% | Added |
| Stonebridge Financial Planning Group, LLC | 3,503 | $216.0K | 0.11% | −500−12.5% | Reduced |
| Gray Wealth Management Inc. | 3,570 | $216.0K | 0.12% | −126−3.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $216.0K | 0.14% | 00.0% | Unchanged |
| Salem Capital Management Inc | 3,550 | $215.0K | 0.12% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 3,536 | $214.0K | 0.20% | −144−3.9% | Reduced |
| Waldron Private Wealth LLC | 3,544 | $214.0K | 0.01% | −2−0.1% | Reduced |
| FSA Wealth Management LLC | 3,530 | $214.0K | 0.13% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,390 | $213.0K | 0.10% | −1,350−28.5% | Reduced |
| Continuum Advisory, LLC | 3,517 | $213.0K | 0.07% | +3,517 | New |
| St. Louis Trust Co | 3,500 | $212.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,510 | $212.0K | 0.05% | +3,510 | New |
| TRUE Private Wealth Advisors | 3,500 | $211.0K | 0.03% | −600−14.6% | Reduced |
| David Loasby | 3,487 | $211.0K | 0.03% | +10.0% | Added |
| Websterrogers Financial Advisors, LLC | 3,353 | $211.0K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,454 | $209.0K | 0.16% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,337 | $209.0K | 0.03% | +216+5.2% | Added |
| Hodges Capital Management Inc. | 3,450 | $209.0K | 0.02% | +40+1.2% | Added |
| Tufton Capital Management | 3,448 | $208.0K | 0.03% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,434 | $208.0K | 0.03% | +10+0.3% | Added |
| Ironwood Investment Counsel, LLC | 3,437 | $207.0K | 0.06% | −1,063−23.6% | Reduced |
| Violich Capital Management, Inc. | 3,400 | $206.0K | 0.03% | −1,379−28.9% | Reduced |
| WealthBridge Capital Management, LLC | 3,401 | $206.0K | 0.07% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,401 | $206.0K | 0.11% | +56+1.7% | Added |
| Secure Asset Management, LLC | 3,397 | $206.0K | 0.10% | +3,397 | New |
| Isthmus Partners, LLC | 3,390 | $205.0K | 0.04% | −2,478−42.2% | Reduced |
| Engine No. 1 LLC | 3,379 | $204.0K | 0.06% | +3,379 | New |
| Center for Financial Planning, Inc. | 3,360 | $203.0K | 0.05% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,341 | $202.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,340 | $202.0K | 0.15% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,319 | $201.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,327 | $201.0K | 0.03% | +3,327 | New |
| PRW Wealth Management LLC | 3,319 | $201.0K | 0.06% | +3,319 | New |
| Weybosset Research & Management LLC | 3,300 | $200.0K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,246 | $196.0K | 0.14% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,124 | $189.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,124 | $189.0K | 0.10% | +6+0.2% | Added |
| JJJ Advisors Inc. | 3,115 | $188.0K | 0.07% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $188.0K | 0.10% | +3,100 | New |
| Pinebridge Investments, L.P. | 3,009 | $182.0K | 0.00% | +60+2.0% | Added |
| AlphaMark Advisors, LLC | 2,996 | $181.0K | 0.07% | −100−3.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,970 | $180.0K | 0.00% | −1,000−25.2% | Reduced |